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Original filing (PDF)20250918182324NAL0001599745001
SAIPEM AMERICA, INC.
Form 5500
FILING_RECEIVED
SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
205
Accounts w/ balance
246
Plan assets (EOY)
$26.5M
Net assets (EOY)
$26.5M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAIPEM AMERICA, INC..
Plan sponsor
Name
SAIPEM AMERICA, INC.
EIN
76-0310017
Address
1311 BROADFIELD BLVD · FLOOR 6 · HOUSTON, TX · 770845186
Phone
(281) 552-5600
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ROBERTSON & ROBERTSON, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| B. RILEY WEALTH ADVISORS, INC. | 91-1648671 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $96K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERTSON & ROBERTSON | 26-1631123 | — | ACCOUNTANT | $12K | — |
Investments
31 direct securities · 1 pooled fund· $26.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$25.3M
31 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard 500 Index Admiral Fund | — | — | — | $3.9M | 14.5% | |
| TIAA-CREF Lifecycle Index 2045 Institutional Fund | — | — | — | $2.6M | 9.8% | |
| TIAA-CREF Lifecycle Index 2035 Institutional Fund | — | — | — | $2.4M | 9.2% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Large Cap Growth R6 Fund | — | — | — | $2.2M | 8.4% | |
| TIAA-CREF Lifecycle Index 2030 Institutional Fund | — | — | — | $2.2M | 8.2% | |
| TIAA-CREF Lifecycle Index 2040 Institutional Fund | — | — | — | $1.7M | 6.4% | |
| TIAA-CREF Lifecycle Index 2020 Institutional Fund | — | — | — | $1.5M | 5.6% | |
| TIAA-CREF Lifecycle Index 2050 Institutional Fund | — | — | — | $1.4M | 5.4% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.8% | |
| TIAA-CREF Lifecycle Index 2055 Institutional Fund | — | — | — | $1.2M | 4.4% | |
| TIAA-CREF Lifecycle Index 2025 Institutional Fund | — | — | — | $992K | 3.7% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | — | — | — | $812K | 3.1% | |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund | — | — | — | $679K | 2.6% | |
| PIMCO Total Return Instl Fund | — | — | — | $476K | 1.8% | |
| TIAA-CREF Lifecycle Index 2060 Institutional Fund | — | — | — | $420K | 1.6% | |
| Participant Loans Interest rates ranging from 4.25% to -0- | — | — | — | $398K | 1.5% | |
| Capital Research and Mgmt Co American Funds Capital World Growth and Income R6 | — | — | — | $389K | 1.5% | |
| Capital Research and Mgmt Co American Funds EuroPacific Growth R6 Fund | — | — | — | $347K | 1.3% | |
| Vanguard Group Vanguard Small Cap Index Admiral Fund | — | — | — | $304K | 1.1% | |
| PIMCO Income Institutional Fund | — | — | — | $269K | 1.0% | |
| Vanguard Group Vanguard Total Bond Market Index Admiral Fund | — | — | — | $250K | 0.9% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | — | — | — | $193K | 0.7% | |
| Janus Henderson Janus Henderson Venture N Fund | — | — | — | $175K | 0.7% | |
| TIAA-CREF Lifecycle Index 2015 Institutional Fund | — | — | — | $121K | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity I Fund | — | — | — | $101K | 0.4% | |
| Vanguard Group Vanguard Total International Bond Index Admiral Fund | — | — | — | $75K | 0.3% | |
| TIAA-CREF International Equity Index Institutional Fund | — | — | — | $63K | 0.2% | |
| Principal Global Investors, LLC Real Estate Securities R6 Fund | — | — | — | $48K | 0.2% | |
| TIAA-CREF Lifecycle Index 2065 Institutional Fund | — | — | — | $35K | 0.1% | |
| TIAA-CREF Lifecycle Index Retirement Income Inst Fund | — | — | — | $22K | <0.1% | |
| PIMCO Government Money Market Instl Fund | — | — | — | $15K | <0.1% | |
| TIAA-CREF Lifecycle Index 2010 Institutional Fund | — | — | — | $6K | <0.1% |